Owner Dashboard
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⚠ 5 invoices overdue ($12,400 outstanding) — View Overdue ✕
01 Revenue Overview
Revenue (MTD)
$127K
▲ 22% vs last month
Avg. Job Value
$842
▲ 8% improvement
Pipeline Value
$84K
▬ 14 open estimates
Outstanding AR
$12.4K
▼ 5 invoices overdue
02 Monthly Revenue
2026 Performance
▲ 22% YoY
Jan
Feb
Mar
Apr*
May
Jun
Revenue by Type
Install ($53K)
Repair ($36K)
Maintenance ($23K)
Emergency ($15K)
03 P&L Snapshot
April 2026
Profitable
Gross Revenue$127,400
COGS (Parts/Materials)-$38,200
Gross Profit$89,200
Payroll-$42,000
Vehicles/Gas-$6,800
Insurance-$4,200
Marketing-$3,500
Other-$2,100
Net Profit$30,600
Margin24.0%
88%
Utilization
94%
First-Fix
72%
Collect Rate
04 Team Performance
Technician Scorecard
TechnicianJobs (MTD)RevenueRatingFirst-Fix %Status
JR
 Jake Reynolds 42 $38,400 ★★★★★ 97% On Site
KL
 Karen Liu 38 $32,100 ★★★★★ 92% Transit
SD
 Sam Davis 35 $28,900 ★★★★★ 89% Available
TM
 Tom Martinez 28 $22,600 ★★★★★ 91% Off Today
05 Sales Pipeline
Leads42
Estimates Sent30-28%
Approved14-53%
Completed8
Conversion Rate 19%
Pipeline Value $84,200
06 Overdue Invoices
SG
Sunset Gym — INV-884
Compressor replacement — 28 days overdue
$5,800
28d
MH
Miller House — INV-891
Furnace repair — 14 days overdue
$2,400
14d
RP
Rivera Property — INV-895
AC tune-up x2 — 7 days overdue
$1,200
7d
AL
Anderson Law — INV-898
Drain cleaning — 3 days overdue
$1,800
3d
Total: $12,400
Apex HVAC — Owner Dashboard — Powered by NOX Data as of Apr 12, 2026 2:45 PM